Financial Advice for
Every Stage of Your Life
At Crossroads Planning, our goal is to help you build a comprehensive financial strategy that gives you the flexibility to enjoy life now while preparing for the future.
A Fresh Approach
to Financial Planning
Here’s an idea of what you can expect when working with us:

Save Time
Mastering personal finance requires years of research and learning.
Our collaborative approach helps eliminate the learning curve and allow you more time to do the things you love.

Your Goals, Not Ours
We're driven by your success, not product sales or commission.
In fact, as Fiduciary Advisors, we have a legal responsibility to place your interest before our own.

Clarity
Financial clarity cannot exist without knowing where you want to go.
That’s why we’ve built a process that helps you define your personal version of success and what it takes to get there.

Accountability
Staying committed to acheiving your financial goals can be tough.
Our team is here to keep you on track and celebrate all of your victories along the way -- no matter how big or small.
SERVICES
Comprehensive Financial Planning
This is the state of your cash flow, how you manage debt (and how to get rid of it), your net worth and what’s available for emergencies — as well as long-term planning for your goals.


Services
Tax Preparation
Because virtually every financial decision has tax implications, effective financial planning demands attention toward tax planning. That’s why for us, “Tax season” doesn’t end on April 15th — it is year round.
From annual tax return preparation to strategic planning, our team of professionals provide an integrated solution.
Services
Wealth Management
Our wealth management process begins with us working to understand your personal situation, financial goals, and risk tolerance. The result is a customized investment portfolio and wealth management solution tailored to your specific needs.

Meet the People Behind the Planning

Tony T. Chan, CFP®, EA
Registered Investment Advisor & Tax Specialist

Garrett G. Jones, CFP®, EA
Financial Planner & Tax Specialist

Brandon Pope, EA
Tax Specialist
We're Proud of the Company we Keep
There’s an old adage that says you’re only as good as the company you keep. Here at Crossroads Planning, we’re firm believers in this sentiment, which is why we’re proud to rub shoulders with a variety of partners who are committed to the success of financial planning industry.









Ready to Get Started?
Whether you have a specific question or are just curious about how we might be able to help you, please fill out the form below and we will contact you soon.
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What We Believe:
Wealth Management Long Beach Statistics 2018
Feb:918
Mar:550
Apr:251
May:644
June:952
July:945
Aug:273
Sept:344
Oct:550
Nov:569
Dec:982
Wealth Management Long Beach Statistics 2017
Feb:938
Mar:851
Apr:177
May:963
June:633
July:267
Aug:105
Sept:154
Oct:774
Nov:686
Dec:702
Wealth Management Long Beach Statistics 2016
Feb:687
Mar:605
Apr:28
May:941
June:53
July:181
Aug:387
Sept:971
Oct:732
Nov:639
Dec:615
Wealth Management Long Beach Statistics 2015
Feb:583
Mar:888
Apr:27
May:133
June:457
July:9
Aug:818
Sept:394
Oct:860
Nov:996
Dec:357
Wealth Management Long Beach Statistics 2014
Feb:262
Mar:463
Apr:647
May:35
June:148
July:349
Aug:373
Sept:835
Oct:954
Nov:402
Dec:776
Wealth Management Long Beach Statistics 2013
Feb:583
Mar:163
Apr:978
May:314
June:802
July:593
Aug:998
Sept:385
Oct:481
Nov:25
Dec:519
Wealth Management Long Beach Statistics 2012
Feb:34
Mar:337
Apr:331
May:895
June:332
July:688
Aug:387
Sept:595
Oct:150
Nov:34
Dec:631
Wealth Management Long Beach Statistics 2011
Feb:383
Mar:3
Apr:134
May:337
June:406
July:910
Aug:344
Sept:989
Oct:72
Nov:321
Dec:303
Wealth Management Long Beach Statistics 2010
Feb:915
Mar:301
Apr:260
May:395
June:326
July:779
Aug:332
Sept:361
Oct:115
Nov:664
Dec:255
Wealth Management Long Beach Statistics 2009
Feb:351
Mar:643
Apr:42
May:502
June:677
July:674
Aug:802
Sept:60
Oct:678
Nov:936
Dec:397
Wealth Management Long Beach Statistics 2008
Feb:846
Mar:742
Apr:71
May:919
June:63
July:375
Aug:794
Sept:978
Oct:677
Nov:53
Dec:372